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2 days ago2 min read
Mental Health Exclusions on Insurance Policies
31% of all insurance applications exclude mental health: What steps can you take?
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Feb 242 min read
Internally Geared Managed Funds
An Internally Geared Managed Fund is a type of investment fund that uses internal borrowing to increase the amount of money that’s invested
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Feb 145 min read
What to do with an inheritance in Australia? The 5 most important steps!
We can help you before or after an inheritance to ensure you are financially set up and avoid any pitfalls so that you can best utilise the
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Feb 72 min read
How Long Does $500,000 Last In Retirement?
"How Long Does $500,000 Last In Retirement?" Our blog answers the age your funds last to based on your spending levels!
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Jan 292 min read
How much does Life Insurance Cost in Australia?
You may need Life Insurance! Find out how much it could cost based on your age!
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Jan 204 min read
The 10 Biggest Australian Retirement Planning Mistakes
After working in Financial Advice for over 10 years, here are the 10 Biggest Australian Retirement Planning Mistakes I see.
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Jan 132 min read
Financial Changes in 2025 (Australia)
Find out the financial changes in Australia for 2025 and whether they will affect you!
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Dec 16, 20242 min read
Your Annual Superannuation Statement: The 5 red flags to look out for!
These are the 5 red flags you should look for in your Annual Superannuation Statement.
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Dec 11, 20242 min read
What is your Financial Strategy? (Paying off your home loan vs rent-vesting vs a combination of strategies)
We discuss the pros and cons of each strategy: Paying off your home loan, Rent-vesting and a combination of strategies.
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Dec 3, 20242 min read
Financial Strategies for when Interest Rates Reduce
Countries around the world have started reducing global interest rates, making it likely Australia will follow suit. What should you do?
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Nov 28, 20242 min read
Longevity Risk in Retiree Portfolios (Australia)
Longevity risk, is simply the risk of running out of money too early in retirement. Financial Advisers can help mitigate longevity risk!
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Nov 25, 20242 min read
Personal Injury & TPD Financial Advice Benefits In Australia
If you have suffered a personal injury and/or an illness that creates a Total and Permanent Disability (TPD) claim, it is essential that you
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Nov 15, 20243 min read
Being a Business Owner vs. an Employee (Pros & Cons) in Australia
We discuss the pros and cons of being a business owner vs. an employee
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Nov 7, 20243 min read
Life Insurances in Australia: The Who, What, Where, Why & How!
We cover the Who, What, Where, Why & How of Life Insurances for you!
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Nov 6, 20241 min read
Is Financial Advice Tax Deductible in Australia?
This change now means that part or all of the upfront advice fee is also tax deductible when relating to tax (financial) advice. This is a m
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Nov 6, 20243 min read
Financial Planning & Advice for Farmers In Australia
Farming families require specialised advice on managing cashflow, debt, diversification, schooling fees, Centrelink and succession planning.
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Oct 30, 20241 min read
When should you hire a Financial Advisor / Planner (Australia)?
We help people through both significant life events and when client's simply no longer want the hassle of managing their own finances.
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Oct 29, 20241 min read
Employee Financial Wellbeing Programs
Through these Financial Wellbeing sessions we can help ensure staff have a base level of financial literacy and an impartial professional to
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Oct 23, 20242 min read
Should stamp duty reductions in some off-the-plan properties entice you?
The problem with this scheme is that these types of dwellings are notorious for low capital growth, particularly apartments and units.
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Oct 14, 20242 min read
Where to put your savings in Australia
Your savings should be allocated based on your goals and the best after-tax benefits achieved!
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